Welcome to Blue Diamond Wealth Management

Investment Discipline, Active Management and our focus on Professional Service are what sets us apart from the others. As a valued client, you have our commitment to building a strong relationship with you and your family based on mutual trust. You can depend on us to provide objective advice and independent, professional guidance that helps you gain confidence in your financial future. We work for you, and our success is directly tied to your financial success.

— Angelo R. Imbrogno, Founder & President

Independence Powered by LPL Financial

Blue Diamond Wealth Management’s independence is powered by LPL Financial, the nation’s largest independent broker/dealer.* LPL Financial provides us with a comprehensive array of tools, resources and state-of-the-art technology without requiring a proprietary product offering — thereby mitigating conflicts of interest. Simply put, it enables us to provide you with truly objective financial guidance.

5-Step Financial Planning Process

Blue Diamond Wealth Management

Step 1

Determine
Financial
Objectives

Through in-depth, one-on-one conversation, we identify the financial needs and objectives that are important to you. We explore several areas of your financial position and determine exactly how you need your portfolio to work for you. We prioritize each of these items as they ultimately form the basis and foundation of your financial plan.

Step 2

Financial
Plan
Analysis

We analyze and evaluate your entire financial status. We carefully examine your current assets, liabilities, income needs, taxes, risk tolerance and previous investment experiences. Most importantly, we identify financial strengths and challenges as they relate to your goals and objectives.

Step 5

Ongoing
Portfolio
Reviews

The final step of the process is ongoing. It involves consistent, thoughtful reviews of your plan and continuing evaluation of your portfolio’s performance. We determine how these relate to your original goals and identify any new goals as the needs of you and your loved ones change.

Step 3

Plan
Discussion

After thoughtful preparation, we present a formal financial plan utilizing the strategies specifically designed for you. We have an in-depth discussion, so that you fully understand and are comfortable with how it works. We review supporting rationale, our asset management discipline, fees and ongoing services, so that you can make an educated and well-informed decision.

Step 4

Plan
Implementation

With your support and approval, we move forward with plan implementation. As we put your plan into action, our goal is to meet your objectives, achieve your plan’s full potential and provide you with personalized, professional service.

Step 5

Ongoing Performance Reviews

The final step of the process is ongoing. It involves consistent, thoughtful reviews of your plan and continuing evaluation of your portfolio’s performance. We determine how these relate to your original goals and identify any new goals as the needs of you and your loved ones change.

Investment Discipline, Active Management and our focus on Professional Service are what sets us apart from the others. As a valued client, you have our commitment to building a strong relationship with you and your family based on mutual trust. You can depend on us to provide unbiased advice and ind...

OBJECTIVE RESEARCH:

LPL Financial Research continues to set an industry standard for independent and objective investment research because we operate in an environment free from the conflicts of interest inherent across the brokerage industry. We provide impartial recommendations based on high-quality and objective research.

No proprietary investment products to sell

No investment banking relationships to promote

No business conflicts to get in the way of providing unbiased recommendations

INVESTMENT DISCIPLINE

Our sophisticated Investment Discipline is the hallmark of success and strength of our company over the years. We refer to it as BLUE DIAMOND Active ManagementTM. Our comprehensive knowledge of the securities markets and our technical expertise dating back almost 30 years now, gives us an advantage in helping clients navigate complex portfolios.

CONSISTENT COMMUNICATION

Our goal is to keep you well-informed with current market conditions, developing trends and other vital information. In addition, we maintain an open-door policy and we invite our clients to ask questions and communicate with us at any time. We utilize a number of different communication methods and we share pertinent information with you via your preferred method of choice.

PROFESSIONAL SERVICE

At Blue Diamond Wealth Management, we ensure that our clients always feel welcomed, comfortable and appreciated. We pay close attention to even the smallest details where in today’s world, unfortunately are easily forgotten. We are proud to provide our clients with Professional Service and we invite you to join us and experience it for yourself!

PORTFOLIO REVIEWS

The ongoing process of financial success involves consistent and thoughtful reviews of your investment plan. Staying on track is imperative, so we continuously evaluate performance and scrutinize the underlying assets inside your portfolio. Together, we identify any new goals you may have as your needs change and make appropriate adjustments to your portfolio.